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MRP
Measured Risk Portfolios Portfolio holdings
AUM
$91.4M
1-Year Est. Return
0.88%
This Fund
S&P 500
This Quarter
Est. Return
-1.88%
1 Year Est. Return
+0.88%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.8M
AUM Growth
–
Cap. Flow
+$436M
Cap. Flow
% of AUM
455%
Top 10 Holdings %
Top 10 Hldgs %
33%
Holding
319
New
319
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Sprouts Farmers Market
SFM
|
+$6.82M |
| 2 |
Apple
AAPL
|
+$2.95M |
| 3 |
Digital Realty Trust
DLR
|
+$2.77M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$2.62M |
| 5 |
Kinder Morgan
KMI
|
+$2.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 25% |
| 2 | Utilities | 9.18% |
| 3 | Real Estate | 8.89% |
| 4 | Technology | 8.08% |
| 5 | Energy | 6.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
| $3.85K | ﹤0.01% |
+47
| New | +$3.86K |
|
227
Lemonade
LMND
$4.1B
| $3.67K | ﹤0.01% |
+100
| New | +$3.19K |
|
228
Weyerhaeuser
WY
$18.4B
| $3.66K | ﹤0.01% |
+130
| New | +$4.06K |
|
229
Gerdau
GGB
$9.7B
| $3.63K | ﹤0.01% |
+1,260
| New | +$4.16K |
|
|
BTC
230
Grayscale Bitcoin Mini Trust ETF
BTC
$3.44B
| $3.6K | ﹤0.01% |
+86
| New | +$3.17K |
|
231
Ford
F
$55.7B
| $3.46K | ﹤0.01% |
+350
| New | +$3.73K |
|
232
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
| $3.45K | ﹤0.01% |
+60
| New | +$3.56K |
|
233
iShares Silver Trust
SLV
$30.7B
| $3.42K | ﹤0.01% |
+130
| New | +$3.71K |
|
234
Byrna Technologies
BYRN
$101M
| $2.88K | ﹤0.01% |
+100
| New | +$1.96K |
|
235
Etsy
ETSY
$7.85B
| $2.65K | ﹤0.01% |
+50
| New | +$2.67K |
|
236
Global X Autonomous & Electric Vehicles ETF
DRIV
$440M
| $2.64K | ﹤0.01% |
+115
| New | +$2.69K |
|
237
-1x Short VIX Futures ETF
SVIX
$185M
| $2.54K | ﹤0.01% |
+100
| New | +$2.65K |
|
238
Clean Energy Fuels
CLNE
$346M
| $2.51K | ﹤0.01% |
+1,000
| New | +$2.84K |
|
239
Accenture
ACN
$108B
| $2.46K | ﹤0.01% |
+7
| New | +$2.52K |
|
240
Atlassian
TEAM
$37.8B
| $2.43K | ﹤0.01% |
+10
| New | +$2.29K |
|
241
SPDR Gold Trust
GLD
$141B
| $2.42K | ﹤0.01% |
+10
| New | +$2.46K |
|
242
Alerian MLP ETF
AMLP
$12.8B
| $2.41K | ﹤0.01% |
+50
| New | +$2.4K |
|
243
GE HealthCare
GEHC
$32.4B
| $2.35K | ﹤0.01% |
+30
| New | +$2.55K |
|
244
Caesars Entertainment
CZR
$6.14B
| $2.34K | ﹤0.01% |
+70
| New | +$2.77K |
|
245
Broadcom
AVGO
$2.04T
| $2.32K | ﹤0.01% |
+10
| New | +$1.85K |
|
|
LX
246
LexinFintech Holdings
LX
$241M
| $2.32K | ﹤0.01% |
+400
| New | +$1.68K |
|
247
Rivian
RIVN
$23.2B
| $2.23K | ﹤0.01% |
+168
| New | +$1.93K |
|
248
PTC
PTC
$16B
| $2.21K | ﹤0.01% |
+12
| New | +$2.27K |
|
249
Leggett & Platt
LEG
$1.31B
| $2.11K | ﹤0.01% |
+220
| New | +$2.63K |
|
250
Thermo Fisher Scientific
TMO
$220B
| $2.08K | ﹤0.01% |
+4
| New | +$2.2K |
|
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Measured Risk Portfolios's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Measured Risk Portfolios, which disclosed 319 positions worth $95.8M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is Sprouts Farmers Market: 51,331 shares worth $6.52M.
By sector, the portfolio is most concentrated in Consumer Staples at 25% of assets, followed by Utilities and Real Estate.
- Measured Risk Portfolios's largest Q4 2024 buy was Sprouts Farmers Market: 51,331 shares worth $6.52M.
- Measured Risk Portfolios's ten largest holdings make up 33% of its $95.8M portfolio in Q4 2024.
- Measured Risk Portfolios disclosed 319 positions in Q4 2024, its first 13F filing on record.
Based on Measured Risk Portfolios's 13F filing for Q4 2024, filed 14 Feb 2025.